Microsoft Excel Copilot: AI-Powered Data Preparation, Analysis, and Dashboard Development
Data Analytics
COURSE OVERVIEW
This hands-on training program is designed to help participants leverage Microsoft Copilot in Excel to streamline data preparation, improve spreadsheet quality, accelerate data analysis, and build professional dashboards. Participants will learn how to use natural language prompts to interact with Copilot, automate repetitive tasks, generate insights, and create data-driven reports more efficiently.
Duration: 1 day / 8 hours
Delivery Method: Classroom-based, Virtual Instructor Led Training
LEARNING OBJECTIVES
By the end of the course, participants will be able to:
· Use Microsoft Copilot effectively through prompt-based interactions
· Clean and prepare datasets using AI-assisted recommendations
· Audit workbooks and identify potential spreadsheet risks
· Create and enhance spreadsheets using Copilot-generated content
· Analyze business data using PivotTables and Copilot insights
· Develop interactive dashboards with Copilot-assisted visualizations
COURSE OUTLINE
MODULE 1: GETTING STARTED WITH EXCEL COPILOT
· Topics:
o Introduction to Microsoft Copilot in Excel
o Understanding Copilot capabilities and limitations
o Best practices for prompting Copilot
o Reviewing and validating AI-generated outputs
o Working with structured Excel Tables
· Hands-On Activities:
o Accessing the Copilot Pane
o Creating effective prompts
o Summarizing datasets using Copilot
MODULE 2: CLEANING DATA WITH EXCEL COPILOT
· Topics:
o Common data quality issues
§ Missing values
§ Duplicate records
§ Inconsistent text entries
§ Date and number formatting issues
o Using Copilot to identify and resolve data issues
o Standardizing data formats
o Preparing data for analysis
· Hands-On Activities:
o Participants will use Copilot to:
§ Detect duplicate records
§ Identify blank or incomplete entries
§ Standardize department and location names
§ Correct inconsistent date formats
§ Convert data into structured Excel Tables
MODULE 3: AUDITING WORKBOOKS WITH EXCEL COPILOT
· Topics:
o Understanding spreadsheet risks
o Reviewing workbook structure
o Formula auditing and validation
o Identifying inconsistencies across worksheets
o Improving workbook reliability
· Hands-On Activities:
o Participants will use Copilot to:
§ Review workbook formulas
§ Explain complex calculations
§ Identify potential formula errors
§ Detect inconsistent formulas
§ Summarize workbook structure
MODULE 4: CREATING AND ENHANCING SPREADSHEETS WITH EXCEL COPILOT
· Topics:
o Generating spreadsheets from natural language instructions
o Creating tables and data structures
o Adding calculated columns
o Formatting and improving spreadsheet presentation
o Generating formulas with Copilot
· Hands-On Activities:
o Participants will use Copilot to:
§ Create a sales tracking spreadsheet
§ Generate formulas using natural language
§ Add calculated fields
§ Apply formatting recommendations
§ Create summary reports
MODULE 5: ANALYZING DATA WITH PIVOT TABLES AND COPILOT
· Topics:
o Preparing data for PivotTable analysis
o Creating PivotTables with Copilot assistance
o Summarizing large datasets
o Comparing categories and performance
o Identifying trends and patterns
o Generating insights from PivotTables
· Hands-On Activities:
o Participants will use Copilot to:
§ Create PivotTables
§ Summarize sales performance
§ Analyze trends by region, product, or department
§ Identify top and bottom performers
§ Generate narrative insights
MODULE 6: BUILDING DASHBOARDS WITH EXCEL COPILOT
· Topics:
o Dashboard design best practices
o Selecting appropriate visualizations
o Creating KPI metrics
o Building PivotCharts
o Using Copilot to generate insights and summaries
· Hands-On Activities:
o Participants will use Copilot to:
§ Recommend dashboard layouts
§ Create charts and visualizations
§ Build KPI indicators
§ Create executive summaries
§ Develop an interactive dashboard
KEY TAKEAWAYS
After completing this course, participants will be able to use Excel Copilot to:
· Clean and prepare data faster
· Audit and validate workbook quality
· Create and enhance spreadsheets using AI assistance
· Analyze data using PivotTables and natural language prompts
· Build executive dashboards efficiently
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